Fading CES Presence, 4Q17 PC and Mac Sales, AT&T/Huawei 

Today's Above Avalon email covers the following topics: 

  • Fading CES Presence
  • 4Q17 PC and Mac Sales
  • AT&T/Huawei

The email begins by addressing claims that CES 2018 contained worrying signs for Apple. We then take a deep dive into Gartner and IDC sales estimates for PC/Mac shipments in 4Q17. The email concludes with my thoughts on the growing saga between U.S. lawmakers, AT&T, and Huawei. 

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